CARLSON & CARLSON, INC. 401(K) PLAN
|
2023
|
131250632
|
2024-10-01
|
CARLSON AND CARLSON INCORPORATED
|
16
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2024-10-01 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-10-01 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2022
|
131250632
|
2023-10-12
|
CARLSON AND CARLSON INCORPORATED
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2023-10-12 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-10-12 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2021
|
131250632
|
2022-09-27
|
CARLSON AND CARLSON INCORPORATED
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2022-09-27 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2020
|
131250632
|
2021-05-10
|
CARLSON AND CARLSON INCORPORATED
|
15
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2021-05-10 |
Name of individual signing |
CHRISTINE SKLENAR |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-05-10 |
Name of individual signing |
CHRISTINE SKLENAR |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2019
|
131250632
|
2020-10-01
|
CARLSON AND CARLSON INCORPORATED
|
14
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2020-10-01 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-10-01 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2018
|
131250632
|
2019-07-25
|
CARLSON AND CARLSON INCORPORATED
|
13
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2019-07-25 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2019-07-25 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2017
|
131250632
|
2018-07-25
|
CARLSON AND CARLSON INCORPORATED
|
12
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2018-07-25 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2018-07-02 |
Name of individual signing |
SANDRA MAHFOUZ |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2016
|
131250632
|
2017-07-14
|
CARLSON AND CARLSON INCORPORATED
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2017-07-14 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-07-12 |
Name of individual signing |
SANDRA MAHFOUZ |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2015
|
131250632
|
2016-07-11
|
CARLSON AND CARLSON INCORPORATED
|
11
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2016-07-11 |
Name of individual signing |
SANDRA MAHFOUZ |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2016-07-11 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CARLSON & CARLSON, INC. 401(K) PLAN
|
2014
|
131250632
|
2015-06-19
|
CARLSON AND CARLSON INCORPORATED
|
10
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
2000-08-01
|
Business code |
524210
|
Sponsor’s telephone number |
2036377575
|
Plan sponsor’s
address |
15 WILMOT LN, RIVERSIDE, CT, 068781612
|
Signature of
Role |
Plan administrator |
Date |
2015-06-18 |
Name of individual signing |
SANDRA MAHFOUZ |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-06-19 |
Name of individual signing |
DONALD FREEMAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|